Empowering Your Financial Future, One Plan at a Time.
Who We Are
Tetrault Wealth Advisory Group is a Winnipeg-based wealth management and financial planning firm serving clients across Canada. Guided by the principle of "Client First", we offer personalized financial solutions designed to meet individual needs and goals.
Led by experienced Portfolio Manager Rob Tetrault, a certified financial planner with decades of industry expertise, our team of skilled advisors and planners work collaboratively to provide comprehensive and tailored solutions for every client.
Wealth Management & Investment Planning
We develop and implement investment strategies that align with your financial goals, utilizing a diverse range of options including private wealth management, corporate wealth services, and asset management.
Retirement Planning
We assist you in creating a customized retirement plan to ensure a secure and comfortable post-career income. With careful analysis and planning, we help you maximize your contributions, optimize your returns, and mitigate risk.
Tax Planning & Insurance Planning
Our team's expertise extends beyond investments. We provide comprehensive tax planning services to minimize your tax liability, maximizing your wealth potential. Additionally, we offer tailored insurance solutions to protect your assets and ensure financial security in the event of unforeseen circumstances.
Financial Planning & Consulting
Whether you require a comprehensive financial plan or seek guidance on a specific financial matter, our experienced advisors are here to help. We offer personalized planning and consultations to address your unique financial goals and challenges.
Custom Solutions for Your Needs
Our approach to wealth management is personalized. We take the time to understand your unique situation, goals, and anxieties to create a plan that meets your specific needs. We value open communication and collaboration, working alongside you every step of the way.
Our Values
- Client-Centricity: We prioritize your needs and goals in all our recommendations and actions.
- Transparency: We believe in clear and open communication, providing clients with regular updates and clear explanations of their financial situation and plan.
- Integrity: We adhere to the highest ethical standards, placing your interests first and adhering to industry regulations.
- Expertise: Our team consists of experienced professionals with deep knowledge and passion for financial planning and wealth management.
Contact Us Today
If you're seeking a trusted and experienced wealth management partner in Winnipeg or across Canada, contact Tetrault Wealth Advisory Group today. We are committed to helping you achieve your financial goals and secure your future.
Overview of Reviews
Excellent Experience
The overwhelming majority of reviewers had an excellent experience with The Tetrault Group, praising the professional and personalized service, knowledgeable staff, and impressive returns on investments.
Appreciation for Rob Tetrault
Many reviewers expressed gratitude towards Rob Tetrault, the founder of The Tetrault Group, for his expertise, passion, and dedication to providing top-notch service and investment advice.
Positive Aspects
Reviewers highlighted the following positive aspects:
- Efficient and Friendly Staff: Servers, bar staff, and team members were commended for their efficiency, friendliness, and personalized service.
- Knowledge and Expertise: Rob Tetrault and his team were praised for their wealth of knowledge on various topics, including alternative investments.
- Impressive Returns: Many reviewers reported positive returns on their investments, some even experiencing a turnaround from previous losses.
- Regular Updates and Communication: Clients appreciated the regular updates and prompt responses to their questions and concerns.
- Fun Events: The company's events, such as the forum and investment seminars, were enjoyed by attendees, who felt valued and part of the Tetrault family.
Minor Feedback
Only one reviewer, Lianne Kilfoyle, gave a 4-star rating, mentioning no specific drawbacks but generally expressing satisfaction with the company's services.
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